Senior Manager, Financial Operations

Key Responsibilities

This role oversees two core functions: bookings ingestion and advisor payouts, across all of the following areas:

• Operational process management: Design, document, and continuously improve end-to-end workflows across booking ingestion and payouts, ensuring accuracy, efficiency, and scalability.
• Automation & escalation: Identify automation opportunities, implement solutions that reduce manual work, and build clear escalation paths for exceptions and issues.
• Strategic collaboration: Serve as the key liaison across Finance, Product, Engineering, Data, and Advisor Experience. Aligning FinOps with broader business objectives and driving cross-functional initiatives.
• Team leadership: Build, mentor, and manage a high-performing team across HQ and offshore. Including hiring, performance reviews, and day-to-day development.
• Performance monitoring: Own KPIs across bookings and payouts, track trends, and deliver regular reporting and actionable insights to senior leadership.

Requirements

• 5–8 years across a combination of consulting, investment banking, or high-growth startup environments. Experience in hands-on operational role is strongly preferred.
• Operator mindset: Comfortable balancing strategic thinking with hands-on execution. This role combines team leadership with day-to-day ownership of operational work and process execution.
• Stakeholder management: Track record of working cross-functionally and translating operational needs into clear requirements.
• Analytical rigor: Data-driven approach to decision-making; comfortable building dashboards, tracking KPIs, and surfacing insights.
• Communication: Exceptional written and verbal skills across a wide range of audiences.
• Judgment: Sound decision-making in fast-moving environments.

Strongly Preferred

• Background in a marketplace, fintech, or payments business.
• Experience at a startup or high-growth company where processes were built from scratch.
• Familiarity with financial operations tooling and comfort partnering with engineering teams.
• Actively experimenting with AI tools in day-to-day work, with genuine interest in how AI can transform operational functions.
• MBA or other advanced degree.

Compensation & Benefits

• Indicative range of $140K–$195K + equity.
• Unlimited vacation.
• Health Insurance (including an option completely covered by Fora HQ).
• Dental & Vision Insurance.
• Wellhub Memberships.
• 401k plan with company match.
• Commuter Benefits.
• Supplemental Life Insurance.
• Stock Options.